Commonwealth Equity Services
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Commonwealth Equity Services’s SOAR AI, Inc. SOAR Stock Holding History

Commonwealth Equity Services’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,411
Closed -$9K – 4277
2024
Q4 		$9K Buy
1,411
+528
+60% +$3.62K ﹤0.01% 4076
2024
Q3 		$9K Hold
883
– – ﹤0.01% 4034
2024
Q2 		$13K Hold
883
– – ﹤0.01% 3990
2024
Q1 		$78K Hold
883
– – ﹤0.01% 3840
2023
Q4 		$83K Buy
+883
New +$210K ﹤0.01% 3700

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services's SOAR Position: Q1 2025 in Review

Commonwealth Equity Services sold out of SOAR AI, Inc. (SOAR) in Q1 2025, closing a stake of 1,411 shares — an estimated $9K sold.

Commonwealth Equity Services first reported a position in SOAR in Q4 2023 and held it in 5 quarters. The position peaked at $83K in Q4 2023. 12 funds tracked by Wall St. Rank hold SOAR as of Q1 2025.

  • Commonwealth Equity Services reported no remaining SOAR AI, Inc. position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,411 SOAR AI, Inc. shares in Q1 2025, an estimated $9K.
  • Commonwealth Equity Services first reported a position in SOAR AI, Inc. in Q4 2023 and held it in 5 quarters.
  • Commonwealth Equity Services's SOAR AI, Inc. position peaked at $83K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held SOAR AI, Inc. as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.